Company Information:

  • Registered Name
  • Date founded
  • Industry and Segment
  • Management Team Resumes
  • Ownership changes with stake and dates
  • Facility details
  • Employee references
  • Customer references
  • Staff strength by skill/role
  • Compensation structure
  • Staff attrition rates for past 3 years


Market Analysis:

  • Target market size
  • Alternatives in the market
  • Competitors with market share
  • Business model
  • Success factors of top competitors
  • Market pricing structure
  • Key growth drivers
  • Key challenges


Valuation, funds requested and use of funds:

  • Valuation expectation and rationale/calculations
  • Funding requirement
  • Detailed break-up of use of funds with time frame


Risks and mitigation plans:

  • Key person risk
  • Market / structure risk
  • Operational risk
  • Financial risk
  • Legal risk
  • Regulatory risk


Business Model:

  • Description of business, products & services
  • Key differentiation / Unique value
  • proposition / problems addressed
  • Milestones achieved
  • Pricing structure
  • Target customers
  • Average account size
  • Market penetration
  • Cost and lead time for customer.
  • Acquisition
  • Entry market strategy


Current Financials:

  • Audited financial statements for past 3 years
  • Revenue split (%) by product line wise .
  • Details of tender bids both successful and not successful
  • Current order book
  • Burn rate per month


Projections (Assume funding):

  • Financial projections for next 3 years
  • Revenue split (%) by product line wise (include additional products identified)
  • Additional markets / geographies / customer segments identified
  • Order pipeline
  • Target market penetration by year
  • Expected burn rate per month
  • Facility expansion plans
  • Staff expansion plans